Free Financial Topics in Chicago
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
-
Raising Money Smart Kids
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Request This Free SpeechLearn some simple techniques you can use to train your children (whether they are five or 25) to develop good money habits they can use for the rest of their lives.
-
Taking Control – Financial Strategies for Women
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWomen today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love. MORE >
The educational presentation is designed to help you strengthen your financial future and covers these important action items:- Getting your financial house in order
- Preparing for the unexpected
- Putting your money to work by investing
- Building a healthy nest egg for retirement
- Facing financial hardship
- Addressing estate and legacy issues -
Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
Request This Free SpeechIs it possible to build a reliable investment portfolio in today's market environment? This talk discusses what a reliable portfolio is, and how one might change their thought process when it comes to saving and investing.
-
The Stock Market and Major Events since 1941
Michael Magnuson, Wealth Manager, Lincoln Financial Advisors
Request This Free SpeechLearn the trends of the stock market during major events in history. Find out how to benefit from a long-term perspective and how to become a winning investor.
-
Can You Afford to Retire?
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechThis program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.
-
Lessons Learned Seminar
Laurie Hackler, Financial Advisor, The Corner Office – Wealth Management
Request This Free SpeechThe Lessons Learned seminar focuses on five key investment principles: Every investment has risks, even cash; Diversification is not dead - it's just misunderstood; Not all bonds - or bond funds - are created equal; Yes, it's still stocks for the long run; and Investing abroad shouldn't be a foreign experience MORE >
These lessons are designed to educate you about the stock market so you can better prepare for the future. -
Disinheriting Uncle Sam – Estate Planning for Illinois Residents
Laurence Kline, Attorney, Hoogendoorn & Talbot LLP
Request This Free SpeechWith 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.
-
How To Create Wealth… Unlocking Secrets To Prosperity
Robb Thompson, President & Founder, Progressive Life
Request This Free SpeechDo you want to know how to create wealth? Do you have the habits and the right people in your life to take you there? Learn how to create those 2 elements in your life in order to become successful.
-
Advance Health Care Directives
Beth Kljajic, Financial Advisor , New York Life Insurance
Request This Free SpeechThe Conversation Project toolkit provides a great starting point to completing an Advance Health Care Directive. We will discuss, interactively, the reasons these instruments are needed, what the goals of them are and that they are dynamic instruments that can be changed as desired. MORE >
I add tools to help this whole conversation become more than just a heavy burden; fun games, books, raffles, TV shows and more liven it up and bring everyone out of their shells.